Large and Gilbert Wealth Advisory

Rhonda Gilbert is a Series 66-credentialed financial advisor with 27 years of industry experience. She is affiliated with Large and Gilbert Wealth Advisory and has previously worked at Cambridge Investment Research, Inc. Outside of her financial advisory role, she is involved in several non-investment business activities including commercial property rental and serving as president of a company that sells construction accounting software. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million with seven advisors. The firm serves individuals, trusts, pension and profit-sharing plans, and other business entities, offering discretionary portfolio management primarily through firm-developed model portfolios of mutual funds and exchange-traded funds, along with comprehensive financial planning services.

Nancy Houska is a financial advisor with Large and Gilbert Wealth Advisory in Atlanta, GA, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at Keystone Financial Group, Inc. since 2012 and previously at Cambridge Investment Research Inc. from 2012 to 2017. In addition to her advisory role, she serves as an independent insurance agent, liaising between clients and insurance providers. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million and serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm provides discretionary portfolio management using model portfolios primarily of mutual funds and ETFs, along with comprehensive financial planning services at no additional charge.

Jose Chavez Cuellar is a financial advisor at Large and Gilbert Wealth Advisory with a Series 65 credential and one year of industry experience. His prior roles include positions at Deloitte, The Home Depot, and Sam's Club. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million and serving individuals, trusts, pension plans, and business entities. The firm offers discretionary portfolio management using model portfolios primarily composed of mutual funds and ETFs, alongside comprehensive financial planning and pension consulting services.

Thomas Savage is a Series 66-licensed advisor with Large and Gilbert Wealth Advisory in Atlanta, GA, bringing 27 years of industry experience. His prior work includes a decade at Cambridge Investment Research, Inc., and over two decades at Keystone Financial Group, Inc. Outside of his advisory role, he is involved as a partner and 50% owner in several commercial property rental businesses and is an independent insurance agent. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million with seven advisors. The firm serves individuals, trusts, pension and profit-sharing plans, and other entities, providing discretionary portfolio management using firm-developed model portfolios and offering comprehensive financial planning.

Gary Fortier is a financial advisor with Large and Gilbert Wealth Advisory in Atlanta, GA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been affiliated with Keystone Financial Group, Inc. since 2004 and has experience with Cambridge Investment Research, Inc. Additionally, Fortier is an independent insurance agent and a partner at Large & Gilbert, Inc., a CPA firm providing tax and accounting services to high-net-worth clients. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million and serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm offers discretionary portfolio management with model portfolios primarily composed of mutual funds and ETFs, alongside comprehensive financial planning and pension consulting services.

Andrew Gilbert is a CFP® professional with 17 years of industry experience. He is affiliated with Large and Gilbert Wealth Advisory and has prior experience at Cambridge Investment Research, Inc. Andrew also works as an independent insurance agent for various insurance companies. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million with seven advisors. The firm serves individuals, trusts, pension and profit-sharing plans, and other business entities, offering portfolio management, financial planning, and pension consulting services.

Ryan Mccafferty is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Large and Gilbert Wealth Advisory, part of Keystone Financial Group, where he has worked for nine years following three years at Morgan Stanley. Outside of his advisory role, he is a partner in an e-commerce business focused on creating T-shirt designs. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million. The firm serves individuals, including high-net-worth clients, trusts, pension plans, and business entities, providing portfolio management, financial planning, and pension consulting services.